How to Set Up Recurring Invoices for Design Services

Recurring invoices automate billing for design retainers, monthly packages, and long-term projects. Follow these quick steps to set yours up.

1. Select the Client

Choose your client and optionally add a reference.

Examples:

• “Monthly Design Retainer – Client A”

• “Social Media Package – December”

• “Website Maintenance – Gold Plan”

2. Set Recurring Details

Configure how often the invoice will repeat.

• Starting Date – e.g., 12/09/2025

• Repeat Every – Monthly (common for design work)

• Payment Term – e.g., Net 15 or Due on Receipt

• Ending Date – e.g., 12/09/2026
  Or select No End Date for ongoing retainer clients.

3. Add Item Details

Add the design services you bill each cycle.

Examples:

• 10 Hours Graphic Design – Retainer
  Quantity: 10 hrs | Unit Price: $30/hr

• Social Media Graphics (12 pcs)
  Quantity: 12 | Unit Price: $8 each

• Website Maintenance – Standard Plan
  Quantity: 1 | Unit Price: $120

Add multiple services using Add Another Item.

4. Add Attachments (Optional)

Upload relevant files like:

• Design contract

• Approved package outline

• Monthly deliverables list

5. Review Summary

Double-check subtotal, discounts, tax, and total amount.

6. Save

Click Save to activate the recurring invoice. Charges will generate automatically based on your schedule.

Need more help?

You can email support@fynloapps.com for additional information!